Belpointe Asset Management’s Office Properties Income Trust OPI Stock Holding History

Belpointe Asset Management’s Portfolio OPI Stock Details OPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3,252	Closed	-$40K	–	2459
2023 Q1	$40K	Hold	3,252	–	–	﹤0.01%	1845
2022 Q4	$43.4K	Buy	+3,252	New	+$46.8K	﹤0.01%	1691
2021 Q3	–	Sell	-4,323	Closed	-$127K	–	1231
2021 Q2	$127K	Sell	4,323 -1,422	-25%	-$40.8K	0.01%	1022
2021 Q1	$159K	Sell	5,745 -1,604	-22%	-$41.6K	0.01%	829
2020 Q4	$167K	Sell	7,349 -658	-8%	-$14.4K	0.02%	760
2020 Q3	$166K	Sell	8,007 -714	-8%	-$17.2K	0.02%	609
2020 Q2	$226K	Buy	8,721 +520	+6%	+$13.5K	0.03%	487
2020 Q1	$223K	Sell	8,201 -4,418	-35%	-$137K	0.04%	405
2019 Q4	$406K	Buy	12,619 +1,350	+12%	+$43.2K	0.05%	363
2019 Q3	$345K	Buy	11,269 +2,284	+25%	+$63.8K	0.06%	370
2019 Q2	$236K	Buy	8,985 +4,106	+84%	+$108K	0.05%	376
2019 Q1	$135K	Buy	+4,879	New	+$148K	0.03%	379

Other funds holding OPI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Belpointe Asset Management's OPI Position: Q2 2023 in Review

Belpointe Asset Management sold out of Office Properties Income Trust (OPI) in Q2 2023, closing a stake of 3,252 shares — an estimated $40K sold.

Belpointe Asset Management first reported a position in OPI in Q1 2019 and held it in 12 quarters. The position peaked at $406K in Q4 2019. 186 funds tracked by Wall St. Rank hold OPI as of Q2 2023.

Belpointe Asset Management reported no remaining Office Properties Income Trust position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 3,252 Office Properties Income Trust shares in Q2 2023, an estimated $40K.
Belpointe Asset Management first reported a position in Office Properties Income Trust in Q1 2019 and held it in 12 quarters.
Belpointe Asset Management's Office Properties Income Trust position peaked at $406K in Q4 2019.
186 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.